MINNEAPOLIS (10/26/17)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $7 billion in client assets*, has announced that all of its financial advisors in the Chicago-area have been named as Five Star Wealth Managers for 2017.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Chicago Magazine to recognize these professionals and highlight their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “It’s a privilege for all of our advisors in the entire Chicago-area to receive the 2017 Five Star Wealth Manager award. This honor demonstrates their commitment to placing their clients’ best interests first and helping them gain confidence in their financial future.”
Thousands of candidates in the Chicago area were considered for the Five Star Wealth Manager award. Only a small percentage actually received the award.
The 2017 Five Star Wealth Manager award recipients from Wealth Enhancement Group in the Chicago-area are:
- Five-year winner Kevin J. Meehan (2013-2017)
- Four-year winner Todd Diven (2013, 2015-2017)
- Three-year winner Adria Meehan Siewert (2015-2017)
- Five-year winner Stephen P. O’Hara (2012-2014, 2016 & 2017)
- Four-year winner Joel Fliegel (2012, 2013, 2016 & 2017)
- Three-year winner Dustin Obhas (2015-2017)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has 15 offices in Minnesota, Iowa, Illinois, Connecticut and Texas.
For more information, please visit https://wealthenhancement.com/.
Brittney Anderson, Brand Coordinator, Wealth Enhancement Group
*as of 6/30/17
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.